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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,633 | $209,888-86.4% | $189,545-84.9% | $167,553-82.9% |
| Participation rate | 73.3% | 88.7%-15.3pp | 87.8%-14.5pp | 82.1%-8.8pp |
| Annual return | 3.52% | 748.66%-745.1pp | 555.36%-551.8pp | 478.89%-475.4pp |
| Employer contribution / active EE | $1,707 | $6,915-75.3% | $6,162-72.3% | $4,840-64.7% |
| Participant deferral / active EE | $2,783 | $8,934-68.9% | $8,220-66.1% | $6,343-56.1% |
| Admin fee / account holder | $20,122 | $14,300+40.7% | $12,049+67.0% | $12,316+63.4% |